Cloudflare doesn’t have AI psychosis. It has a thesis.

“I am not blaming the innovation. I am blaming the chaos of innovation. Everything feels DISJOINTED.” That’s the author of “Cloudflare’s AI psychosis”, on Hacker News this weekend, after the essay reached the front page. The essay itself is wider and angrier than that. Cloudflare used to be boring infrastructure run by engineers and is now a product-management organisation with a posting habit; too many overlapping primitives, still no proper Postgres, a developer experience bolted on as an afterthought, observability that never ships, more outages than ever, 1,100 people made redundant under an “agentic” banner. It opens by missing the old company, the one that “sat in front of your site, ate the attacks, cached the static stuff, did the DNS, and that’s it. No BS.” I agree with most of what it lists. I think the diagnosis is wrong, and I want to say why at some length, because the essay is being passed around as if the two were the same thing. I work for a Cloudflare partner, I build…